7599 results found
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Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
3 votes
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Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
3 votes
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Support vectors
Support uploading vector graphic such as logos in eps format.
3 votes -
3 votes
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
Support for Encrypted Fields in Salesforce Integration
- Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
- Support both reading data from and writing data to encrypted fields through the integration.
2 votes -
2 votes
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SSO and SCIM using 2 different providers
We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).
I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.
2 votes -
Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
Inline fields inside the table block
Feedback from our client rylee.may@kirkwood.edu,
Inline fields to be utilized inside a table block2 votes
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